Bulk deletion or making inactive Customer Message

JTB346
JTB346 Member Posts: 9 Reckoner Reckoner
in Accounts Hosted

is it possible to add a function to either delete or make inactive more than 1 Customer Message at a time?

Answers

  • Zappy
    Zappy Accredited Partner Posts: 5,244 Accredited Partner Accredited Partner

    You can do it in Excel and import the list

    Kr 0407 744 914

  • Jason_Z
    Jason_Z Reckon Staff Posts: 304 Reckon Staff Reckon Staff
    edited 2:43AM

    Hi @JTB346

    Reckon doesn’t provide this function natively, but you could update Customer Messages by exporting them to IIF, editing them in Excel, then re-importing.

    ⚠️Before attempting I would recommend also creating a backup incase.

    1. Export the Customer Message List

    1. Go to File > Utilities > Export > Lists to IIF Files
    2. Tick Customer Message List
    image.png

    3. Save the file and give it a name (e.g.. Customer Messages.IIF)

    4. Download the exported file to your local PC (if using Hosted)

    2. Edit the File in Excel

    1. Open Customer Messages.IIF in Excel
    2. Find the column header HIDDEN
    3. For each Customer Message you want to make inactive, change N to Y
    image.png

    Save the Modified File

    1. Save the file as Text (Tab delimited) (*.txt)
    image.png

    2. Rename the file from Modified - Customer Messages.IIF.txt to Modified - Customer Messages.IIF (remove the *.txt extension)

    Re-import into Reckon

    1. Go to File > Utilities > Import > IIF Files
    2. Change “Files of type” drop-down to All Files
    3. Select Modified – Customer Messages.IIF and import it
    image.png

    Let me know how it goes😁

    Jason.png
  • JTB346
    JTB346 Member Posts: 9 Reckoner Reckoner

    thanks. that's a lot of manual work compared to just having a "select multiple" or "select all" option within the software. will see how i go…

  • Jason_Z
    Jason_Z Reckon Staff Posts: 304 Reckon Staff Reckon Staff
    image.png

    Also, then you can use this toggle here to show/hide the inactive records.

    Typically you cannot delete things that have been used before so making it inactive would be best option.

    Jason.png

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